Filed November 28, 2023 (most recent of 3 filings on file)
Total covered: 24 employees
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $10,400 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $200 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,739 | $55,453+108.7% | $170,442-32.1% | $62,292+85.8% |
| Participation rate | 91.4% | 66.4%+25.1pp | 83.6%+7.8pp | 69.5%+21.9pp |
| Annual return | 15.12% | 21.38%-6.3pp | 205.93%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,717 | $2,164-20.7% | $5,433-68.4% | $2,042-15.9% |
| Participant deferral / active EE | $5,482 | $2,303+138.1% | $4,939+11.0% | $3,169+73.0% |
| Admin fee / account holder | $50 | $455-89.1% | $13,880-99.6% | $479-89.7% |